Manage every sales step from lead to revenue

DNA ERP helps your team manage the full sales journey, from first contact to closed deal. Track leads by pipeline, stage, source, and industry, keep follow-up history in one place, assign leads automatically, and create multi-currency quotations with UOM conversion, discount control, and live stock validation.

Create clear, controlled quotations with multi-currency pricing, exchange-aware totals, and UOM conversion. Manage line, order, coupon, and promotion discounts with reason validation, tax breakdowns, stock availability checks, approval workflows, PDFs, emails, custom fields, attachments, and terms templates.

Convert approved quotations into sales orders while tracking fulfillment and billing progress. Support milestone and advance billing, delivery blocks, cost allocation, tax, discounts, UOM, warehouse selection, approval status, PDFs, emails, custom fields, and attachments.

Create deliveries directly from sales orders and track ordered, delivered, and remaining quantities. Validate stock before saving, support partial deliveries and progress billing, manage UOM conversion, and keep approvals, attachments, custom fields, and GL visibility connected.

Turn orders and deliveries into accurate invoices with support for standard, progress, and advance billing. Manage retention, advance recovery, cash, bank, and cheque payments, then issue credit notes with quantity protection, tax recalculation, approvals, and full GL visibility.

Allocate customer payments across one or multiple invoices with full traceability. Support bank transfers, cash, and cheque payments, manage retention releases, handle multi-currency settlement, and keep approvals, void controls, custom fields, and GL views in sync.

Maintain clean customer profiles, groups, credit status, salespeople, areas, and sales types. Configure CRM pipelines, stages, industries, and sources, then control payment terms, terms and conditions, and discount limits by role, amount, or percentage.

Connect the full revenue cycle: Lead to Quotation to Sales Order to Delivery to Invoice to Payment. Credit notes reverse invoice activity when needed, while inventory, warehouse, finance, approvals, cost allocation, GL visibility, status tracking, and audit history stay connected at every step.